OpenBookHOA

Platform Features

Everything your HOA needs in one place

From document storage to financial oversight, compliance tracking to AI-powered search — OpenBookHOA replaces scattered tools with a single source of truth.

Document Management

Upload, organize, and find every HOA document in seconds. AI indexes your entire archive for instant search.

Upload & organize documents (bylaws, minutes, CC&Rs, financial reports)
AI-powered text extraction and classification
Tag-based organization (document type, year, quarter)
Full-text search across indexed documents
Bulk upload with automatic AI processing
Download individual documents

Financial Transparency (Open Ledger)

Link every dollar to its source. Import bank statements, categorize transactions, and give homeowners full visibility into HOA finances.

Bank statement import (CSV and AI-assisted)
Transaction categorization by type (Utilities, Landscaping, Security, etc.)
Automatic flagging of suspicious transactions
Invoice-to-transaction linking
Income, expense, and net change dashboards
Vendor payment tracking

Invoices & Vendors

Centralize vendor relationships and invoice management. Track payments, link documents, and maintain a complete financial history.

Invoice creation and management
Vendor contact directory with payment history
Total paid tracking per vendor
Document linking (invoices to source PDFs)

Compliance & Governance

Stay compliant with Florida HOA law. Track record requests, enforce deadlines, and maintain complete audit trails.

Florida FS 720.303 record request tracking
10-business-day deadline alerts
Complete access audit log
Board member management
Meeting and event scheduling
Voting records

AI Capabilities

AI reads, classifies, and summarizes your documents so you can find answers in seconds instead of hours.

Document text extraction (OCR + native PDF)
Automatic document classification
AI-powered search (ask questions in plain language)
Invoice data extraction
Bank statement parsing
AI disclosure and transparency

Administration

Manage multiple HOAs from a single platform. Configure roles, features, and settings per community.

Multi-tenant HOA management
Role-based access (board member, property manager, homeowner, admin)
Feature flags per community
HOA settings and configuration
User management

Ready to bring transparency to your HOA?

Join the communities that trust OpenBookHOA for their financial transparency and document management. Get started in minutes.

Start Free for Your HOARequest a Demo